# Palantir Ecosystem Portfolio (PEP) ## Fund Prospectus ### Objective The primary objective of PEP is long‑term capital appreciation by concentrating on Palantir (PLTR) and a tight set of companies that directly benefit from Palantir’s platforms and distribution footprint. ### Investment Strategy PEP allocates the majority of capital to PLTR, with selective satellite positions in customers, partners, integrators, and enabling infrastructure where revenue coupling or dependency is substantive and durable. ### Lock‑Up Period All committed capital is subject to a 3‑year lock‑up to align incentives with the strategy’s multi‑cycle horizon and to reduce behavioral drag from interim volatility. ### Performance PEP is a new vehicle; the approach has been practiced personally and will be run with the same discipline in PEP. Live holdings and ongoing performance reporting will be published on the fund homepage and one‑pager. ### Management Fee PEP charges a 1.25% annual management fee on assets under management. There is no performance fee; the benchmark is absolute compounding versus broadly defined AI risk premia. ### Minimum Check Size The minimum commitment is $10,000, intended to keep administration pragmatic. ### Risk Considerations This is a concentrated, single‑ecosystem strategy; procurement cycles, regulatory shifts, or execution missteps can materially impact outcomes. The lock‑up restricts liquidity; investors should underwrite multi‑year volatility and drawdowns without relying on redemptions. ### Investor Eligibility PEP is open to accredited investors who meet eligibility criteria detailed in the offering documents. Nothing herein is investment advice or a solicitation; statements may be forward‑looking and subject to change. ### Conclusion PEP offers targeted exposure to Palantir and its immediate value chain via a disciplined, long‑only mandate, paired with a decade‑long lock‑up and simple, low‑overhead fee structure. ### Investments and Inquiries For investments or diligence requests, please contact Charlie ([@cunjur](https://x.com/cunjur) on X). Materials and updates are available upon verification.